cabinet segment continued to hold back Masco in the third quarter. The narrow-moat ..... disappointed to hear that in the cabinet segment Masco will need to spend even more to implement ..... and positive 5.0%, respectively. Masco announced Sept. 30 that it will spin out
with one focused on its core security business and the other on information management; meanwhile, home improvement company Masco Corp. of Taylor, Mich., announced plans to spin off its insulation unit. Whitman will be CEO of HP Enterprise and retain
give narrow moats to Fortune Brands (FBHS), [TICKER:MAS] Masco (MAS), [TICKER:USG] USG (USG), and Lennox (LII ..... Regarding valuations, we think Mohawk and [TICKER:MAS] Masco are overvalued, but Owens-Corning just [became 4-star
We are upgrading Masco 's economic moat rating to narrow from ..... contributed 17% of 2013 revenue. On Tuesday, Masco announced the spin-off of the business ..... off of installation will also reduce Masco 's cyclicality; installation is disproportionately
Masco announced the results of its portfolio review ..... basis-point improvement to margins. Masco will take a $30 million charge over the ..... possible moat upgrade to narrow would increase Masco 's fair value estimate by another dollar
market share. Home products grew organic revenue by 7%, ahead of an estimated 3% industry growth rate and 4% for close peer Masco . We expect the firm to continue to outgrow the industry given its sustainable competitive advantages within the dealer channel
Masco reported a nice bounce back second quarter following a disappointing first quarter. The no moat building supplier reported adjusted
leverage to a recovery in U.S. residential construction and R&R spending, and favor the company over less competitively advantaged no-moat Masco . We maintain our $44 fair value estimate and narrow economic moat rating for FBHS.
Masco posted a challenging first quarter that was characterized by one-time weather-related issues as well as some ..... now $19 per share. We continue to favor Fortune Brands Home and Security as a higher quality close peer to Masco .
upgrades included Weyerhaeuser WY (rating: BBB-, no moat), Pioneer Natural Resources PXD (rating: BBB, narrow moat), and Masco MAS (rating: BB+, no moat), which were mainly driven by a reassessment of our forecasts for each of the company's financial